Organization · Private Equity
CenterOak Partners
CenterOak Partners is a private equity firm based in Dallas, specializing in investments in lower middle-market companies with enterprise values between $50 million and $250 million. They focus on enhancing value through organic growth and strategic acquisitions.
Overview
What CenterOak Partners does
What CenterOak Partners is
CenterOak Partners is a private equity firm based in Dallas, specializing in investments in lower middle-market companies with enterprise values between $50 million and $250 million. They focus on enhancing value through organic growth and strategic acquisitions.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Private Equity
- Founded
- Founded in 2014
- Approximate age
- About 12 years
- Structured capabilities
- Funder
- Last reviewed
- April 9, 2026
Official channels
Find CenterOak Partners elsewhere
Open the official website or a supported primary organization account.
Capability profile
CenterOak Partners as a funder
Investment thesis
CenterOak Partners focuses on control-oriented investments in lower middle-market companies, particularly in business services, industrial services, and consumer services.
Focus narrative
CenterOak targets lower middle-market private companies, specifically those with EBITDA between $7 million and $35 million. The firm typically invests equity ranging from $50 million to $150 million, employing strategies such as buyouts, recapitalizations, and buy-and-build opportunities, particularly in closely-held or family-owned businesses.
Value beyond capital
CenterOak adds value to its portfolio companies by enhancing operating systems, providing analytics, and leveraging purchasing power to drive growth and improvement.
Terms and economics
- Typical check
- $50,000,000–$150,000,000
Focus and fit
- Stages
- Recap
- Regions
- United States
Availability
- Currently deploying
- Yes
Portfolio and track record
- Recorded portfolio count
- 5
Portfolio context
Notable portfolio companies include Cascade Windows, a manufacturer of energy-efficient vinyl windows; Service Champions, the largest residential HVAC and plumbing services company in the Western U.S.; TruRoad Holdings, a leading automotive glass and claims-management company; FullSpeed Automotive, an independent franchisor of automotive quick lube centers; and Wetzel’s Pretzels, a franchisor of soft pretzel stores.
Common questions
What to know about CenterOak Partners
Upseed classifies CenterOak Partners under the Private Equity organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
April 9, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.